HEADING TOWARDS RETIREMENT, YOU NEED TO HAVE A PLAN!
As the old saying goes, a goal without a plan is just a dream. At Pacific Financial Advisory Group, we custom tailor retirement plans for each of our clients so they can confidently navigate their journey to a successful retirement.
We have a step-by-step process for each of our clients to follow as we craft their custom-tailored retirement plan. We begin by building a relationship with you and getting to know you and what your financial and retirement goals and dreams are. We review what your financial picture looks like today and what you would like it to look like when you retire. Our strategic alliances with Gradient Investments and MorningStar Investment provides us research, technology and investment solutions. Also, as an independent Registered Investment Advisory, RIA, we have access to hundreds of other top investment management companies.
We work closely with our support team of over a dozen Certified Financial Planners CFPs who collaborate with us on financial and retirement plans design. Once your plan is complete you will have a plan that you can be confident in. A financial or retirement plan’s true value comes with its implementation. We would like to offer you a complimentary assessment of your current financial situation to see if everything is functioning as it should or if there are areas for improvement. This will give you a clear picture of where you are today.
Pacific Financial Advisory Group, LLC helps individuals and families achieve financial peace of mind. To get started, give us a call today at (949)420-4585 .
HERE IS OUR SIX STEP PROCESS
STEP 1 Get acquainted conversation via phone or Zoom. Start getting to know
something about each other, answer any immediate top of mind questions
you may have. Review our process and how we work with our clients and
what you can expect from us. But what’s most important is for you to tell
us your story. What are your financial goals and aspirations as well as any
financial concerns you may.
STEP 2 If you would like to move forward with our firm and begin the retirement
assessment and planning process, we will send you an email outlining the
information that we are going to need. One attachment will be the Case
Central – CASE INFORMATION NEEDED page. The next attachment is
the three-page Color of Money Risk Analysis that you complete and sign.
STEP 3 Once we have received all the required information from you, our team of
Certified Financial Planners CFP’s and Accredited Investment Fiduciaries
AIF’s will begin crafting your tailored retirement plan. This will be your
roadmap to follow along your journey to a successful retirement.
STEP 4 We meet and present your new custom designed retirement plan. At this
time we also finalize the necessary paperwork to implement your plan.
STEP 5 Now that you’ve become a client of our firm you have 24/7 access to the
Generational Vault software. Here you can securely store your personal
information and important documents.
STEP 6 We conduct periodic reviews and evaluate your plans progress to ensure
you are on track to reach your retirement goals and dreams.